Reserved List Era
basket vs S&P 500 Total Return
Alpha vs S&P 500
0
Iconic chase Underground Sea
Underground Sea · Revised · 1996
Total invested at retail
$702.00
Sum of MSRPs, one box per product as released
Basket value today
$23,062.68
+3185.3% since release
S&P 500 equivalent (DCA)
$9,334.07
+1229.6% same dollars, same dates
Alpha vs S&P 500
+1955.6 pp
Basket CAGR 12.39% vs SPXTR 9.04%
30-year horizon
Cumulative portfolio value
Each dot marks a product's release date entering the basket.- Reserved List Era basket
- S&P 500 (TR) DCA equivalent
Box-by-box performance
Sorted by release. Click any row for the full vs-S&P 500 comparison.| Product | Released | MSRP | Spot | Return | SPXTR | Alpha | CAGR | 12-mo |
|---|---|---|---|---|---|---|---|---|
| | Jun 1996 | $72.00 | $1,622.97 | +2154.1% | +1750.4% | +403.7 pp | 11.0% | |
| | Oct 1996 | $90.00 | $2,200.00 | +2344.4% | +1646.8% | +697.7 pp | 11.4% | |
| | Feb 1997 | $90.00 | $1,300.00 | +1344.4% | +1447.3% | -102.9 pp | 9.6% | |
| | Jun 1997 | $90.00 | $1,053.28 | +1070.3% | +1273.8% | -203.4 pp | 8.9% | |
| | Oct 1997 | $90.00 | $2,926.24 | +3151.4% | +1222.2% | +1929.2 pp | 13.0% | |
| | Oct 1998 | $90.00 | $6,600.00 | +7233.3% | +983.8% | +6249.5 pp | 16.9% | |
| | Feb 1999 | $90.00 | $3,605.19 | +3905.8% | +857.2% | +3048.6 pp | 14.5% | |
| | Jun 1999 | $90.00 | $3,755.00 | +4072.2% | +759.8% | +3312.4 pp | 14.9% |